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My Preferences - Other Preferences

Description

The Balance Reporting Service allows you to enter a company report title that will be displayed in the header of each report you generate.

By default, your reports will be have the following heading:
Your Company Name (from the Company Profile)
Report Name (defined by TD Bank)
Date (date specified when generating the report)

The report names are defined by TD Bank and cannot be changed. All reports are based on the eight Bank-defined reports (e.g. Statement of Account or Consolidated Balance Report).

If you would prefer a customized title on your report rather than your Company's name, enter the desired title in the text field Default Company Report Title and click save. This user-defined name will replace 'Your Company Name' and will be displayed at the top of all generated reports.